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Thompson David Blair’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Thompson David Blair’s Portfolio SHV Stock Details SHV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$805K Sell
7,299
-945
-11% -$104K 0.4% 75
2026
Q1 		$910K Buy
+8,244
New +$909K 0.52% 61
2024
Q4 		$560K Buy
+5,090
New +$561K 0.41% 64

Other funds holding SHV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
NRI
NFP Retirement Inc Aliso Viejo, California $1.82B AUM 16.11% 1-Year Est. Return
BBVA
Banco Bilbao Vizcaya Argentaria Madrid, Spain $16.1B AUM 40.83% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Thompson David Blair's SHV Position: Q2 2026 in Review

Thompson David Blair reduced its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 11% in Q2 2026, selling an estimated $104K and leaving 7,299 shares worth $805K. The position accounts for 0.4% of the portfolio, ranked #75.

Thompson David Blair first reported a position in SHV in Q4 2024 and has held it in 3 quarters since. The position peaked at $910K in Q1 2026. 698 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

  • Thompson David Blair held 7,299 shares of iShares 0-1 Year Treasury Bond ETF worth $805K as of Q2 2026.
  • Thompson David Blair sold 945 iShares 0-1 Year Treasury Bond ETF shares in Q2 2026, an estimated $104K.
  • iShares 0-1 Year Treasury Bond ETF made up 0.4% of Thompson David Blair's portfolio in Q2 2026, its #75 holding.
  • Thompson David Blair first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2024 and has held it in 3 quarters since.
  • Thompson David Blair's iShares 0-1 Year Treasury Bond ETF position peaked at $910K in Q1 2026.
  • 698 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on Thompson David Blair's 13F filing for Q2 2026, filed 14 Aug 2026.